/institutional/perspectives/media/two-factors-delaying-the-downturn

Two Factors Delaying the Downturn

Anne Walsh, CIO for Guggenheim Partners Investment Management, talks to CNBC at the Milken Institute Global Conference about challenges to the Federal Reserve’s battle against inflation.

May 07, 2024

 

 

Key Takeaways:​

  • Fiscal spending is offsetting monetary tightening
  • In our view inflation is on a downward trajectory
  • Meanwhile, illegal immigration has caused productivity to increase
  • In the longer term, the skewing of the data will diminish

 


FEATURED PERSPECTIVES

April 22, 2025

Second Quarter 2025 Fixed-Income Sector Views

Relative value across the fixed-income market.

April 08, 2025

Notes on Tariff Turbulence

Update on our macro and market outlook following announcement of new tariff and trade policies.

March 25, 2025

Don’t Let Policy Volatility Overshadow Market Opportunity

Long-term signals are positive for fixed income.


Macro Markets


Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.








© Guggenheim Investments. All rights reserved.

Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Wealth Solutions, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Private Investments, LLC.